个人中心 - 老虎社区

哈哈哈哈哈好的

IP属地：广东

帖子 · 7帖子 · 7
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 哈哈哈哈哈好的哈哈哈哈哈好的
  ·04-13
  399抛
  AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！
  智通财经APP获悉，全球最大先进AI芯片制造商台积电预计将连续第四个季度交出创纪录的业绩。台积电定于4月16日公布完整的第一季度业绩。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。
  AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！
  69 评论
  1
  分享
  举报
- 哈哈哈哈哈好的哈哈哈哈哈好的
  ·2025-09-19
  涨到2000时TSLQ价格多少？
  1,249 评论
  1
  分享
  举报
- 哈哈哈哈哈好的哈哈哈哈哈好的
  ·2025-08-08
  容错高
  1,580 评论
  1
  分享
  举报
- 哈哈哈哈哈好的哈哈哈哈哈好的
  ·2025-07-28
  哥们339成本，啥时候能解套给算算
  @嘚儿驾驾驾：
  $特斯拉(TSLA)$ 今晚谁跑谁是笨蛋、稳稳到330
  $特斯拉(TSLA)$ 今晚谁跑谁是笨蛋、稳稳到330
  1,695 评论
  1
  分享
  举报
- 哈哈哈哈哈好的哈哈哈哈哈好的
  ·2025-07-28
  [抱拳]
  @嘚儿驾驾驾：
  $特斯拉(TSLA)$ 今晚谁跑谁是笨蛋、稳稳到330
  $特斯拉(TSLA)$ 今晚谁跑谁是笨蛋、稳稳到330
  1,328 评论
  1
  分享
  举报
- 哈哈哈哈哈好的哈哈哈哈哈好的
  ·2025-07-16
  382-386之间可以进吗
  2,161 评论
  1
  分享
  举报
- 哈哈哈哈哈好的哈哈哈哈哈好的
  ·2025-07-16
  382-386之间你觉得可以进吗
  2,447 评论
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4209818529633230","uuid":"4209818529633230","gmtCreate":1746715351432,"gmtModify":1747187999173,"name":"哈哈哈哈哈好的","pinyin":"hhhhhhdhahahahahahaode","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":9,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":553144125859184,"gmtCreate":1776079523932,"gmtModify":1776079526136,"author":{"id":"4209818529633230","authorId":"4209818529633230","name":"哈哈哈哈哈好的","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209818529633230","idStr":"4209818529633230"},"themes":[],"title":"","htmlText":"399抛","listText":"399抛","text":"399抛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553144125859184","repostId":"2627482464","repostType":2,"repost":{"id":"2627482464","kind":"news","pubTimestamp":1776063348,"share":"https://www.laohu8.com/m/news/2627482464?lang=zh_CN&edition=full","pubTime":"2026-04-13 14:55","market":"fut","language":"zh","title":"AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！","url":"https://stock-news.laohu8.com/highlight/detail?id=2627482464","media":"智通财经","summary":"智通财经APP获悉，全球最大先进AI芯片制造商台积电预计将连续第四个季度交出创纪录的业绩。台积电定于4月16日公布完整的第一季度业绩。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。","content":"<html><head></head><body><p>4月13日，全球最大先进AI芯片制造商<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)预计将连续第四个季度交出创纪录的业绩。得益于人工智能基础设施需求的持续火爆，该公司今年1-3月当季净利润料将同比飙升50%。台积电定于4月16日公布完整的第一季度业绩。</p><p>分析师指出，市场对台积电用于生产AI芯片的3纳米制程技术及其先进封装技术的需求，仍持续超出公司现有产能。这推动这家亚洲市值最高企业、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>关键供应商不断攀至新高。目前，台积电市值已接近1.6万亿美元，约为韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的两倍。</p><p>据LSEG SmartEstimate综合19位分析师预测显示，台积电本周四预计将公布一季度净利润达5426亿新台币(约合171亿美元)。SmartEstimate对长期预测更准的分析师给予更高权重。公司将于北京时间周四14:00召开业绩说明会，届时将公布二季度及更新后的全年业绩指引。</p><p>若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。</p><p>今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。</p><p>台积电上周五公布的最新季度营收实现增长35%，这表明在中东战事爆发的最初几周，全球人工智能(AI)芯片需求依然保持稳定。</p><p>该芯片制造商发布声明称，截至3月的三个月营收达1.13万亿新台币(合356亿美元)，高于分析师平均预期的1.12万亿新台币。3月销售额增长45%。</p><p>展望未来，麦格理资本亚洲科技研究主管Arthur Lai在给客户的报告中表示：“受持续强劲的AI需求及先进制程领先地位推动，我们预计2026年第二季度营收环比增长指引将更高。”</p><p>中东战事可能对氦、氖等半导体生产材料的供应构成威胁，但市场认为台积电有能力平稳应对这一危机。IDC资深研究经理Galen Zeng指出：“台积电多元化的采购渠道和安全库存应足以应对短期中断。”</p><p>Galen Zeng还表示，市场关注焦点之一是台积电是否会维持或上调2026年资本支出计划，因为这反映了管理层对长期AI需求的信心。</p><p>目前，台积电正投资1650亿美元在美国亚利桑那州建设芯片工厂。此外，公司还修改了在日本的计划，将改为在当地生产3纳米芯片，而非聚焦较成熟制程。</p><p>4月初，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发布有关台积电的研报，前瞻2026年一季度业绩，预计Q1毛利率强劲上行，AI需求上行驱动资本开支进一步上调，目标价上调至新台币2400元。</p><p>该行认为台积电在2026年一、二季度毛利率将显著超预期，主要得益于3nm产能持续紧张、产能利用率高企、加急晶圆需求提升以及新台币贬值。该行预计公司2026年二季度营收环比增长6%–8%，增长上限主要受3nm产能制约。</p><p>该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。2026与2027年收入增速均预计超30%，2026年增长主要受供给限制。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-13 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1427656.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月13日，全球最大先进AI芯片制造商台积电(TSM.US)预计将连续第四个季度交出创纪录的业绩。得益于人工智能基础设施需求的持续火爆，该公司今年1-3月当季净利润料将同比飙升50%。台积电定于4月16日公布完整的第一季度业绩。分析师指出，市场对台积电用于生产AI芯片的3纳米制程技术及其先进封装技术的需求，仍持续超出公司现有产能。这推动这家亚洲市值最高企业、英伟达与苹果关键供应商不断攀至新高。目前...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1427656.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","TSMY":"TSM期权收益策略ETF-YieldMax","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","TSMZ":"1倍做空TSM ETF-Direxion","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","TSM":"台积电","BK4503":"景林资产持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4602":"量子计算概念","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4505":"高瓴资本持仓","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","BK4504":"桥水持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","STSM":"Defiance Daily Target 2X Short TSM ETF","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4605":"半导体精选","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0861579265.USD":"联博低波幅策略股票基金A","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4527":"明星科技股","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4526":"热门中概股","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4612":"AI芯片","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4532":"文艺复兴科技持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4543":"AI","BK4512":"苹果概念","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4141":"半导体产品","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4591":"室温超导概念","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","BK4588":"碎股","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4535":"淡马锡持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0823414478.USD":"法巴经典能源转换基金","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","03145":"华夏亚洲高息股","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","BK4554":"元宇宙及AR概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4550":"红杉资本持仓","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","TSMG":"2倍做多TSM ETF- Leverage Shares","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","TSMU":"2倍做多TSM ETF-GraniteShares","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","TSMX":"2倍做多TSM ETF-Direxion","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1427656.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627482464","content_text":"4月13日，全球最大先进AI芯片制造商台积电(TSM.US)预计将连续第四个季度交出创纪录的业绩。得益于人工智能基础设施需求的持续火爆，该公司今年1-3月当季净利润料将同比飙升50%。台积电定于4月16日公布完整的第一季度业绩。分析师指出，市场对台积电用于生产AI芯片的3纳米制程技术及其先进封装技术的需求，仍持续超出公司现有产能。这推动这家亚洲市值最高企业、英伟达与苹果关键供应商不断攀至新高。目前，台积电市值已接近1.6万亿美元，约为韩国竞争对手三星电子的两倍。据LSEG SmartEstimate综合19位分析师预测显示，台积电本周四预计将公布一季度净利润达5426亿新台币(约合171亿美元)。SmartEstimate对长期预测更准的分析师给予更高权重。公司将于北京时间周四14:00召开业绩说明会，届时将公布二季度及更新后的全年业绩指引。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。台积电上周五公布的最新季度营收实现增长35%，这表明在中东战事爆发的最初几周，全球人工智能(AI)芯片需求依然保持稳定。该芯片制造商发布声明称，截至3月的三个月营收达1.13万亿新台币(合356亿美元)，高于分析师平均预期的1.12万亿新台币。3月销售额增长45%。展望未来，麦格理资本亚洲科技研究主管Arthur Lai在给客户的报告中表示：“受持续强劲的AI需求及先进制程领先地位推动，我们预计2026年第二季度营收环比增长指引将更高。”中东战事可能对氦、氖等半导体生产材料的供应构成威胁，但市场认为台积电有能力平稳应对这一危机。IDC资深研究经理Galen Zeng指出：“台积电多元化的采购渠道和安全库存应足以应对短期中断。”Galen Zeng还表示，市场关注焦点之一是台积电是否会维持或上调2026年资本支出计划，因为这反映了管理层对长期AI需求的信心。目前，台积电正投资1650亿美元在美国亚利桑那州建设芯片工厂。此外，公司还修改了在日本的计划，将改为在当地生产3纳米芯片，而非聚焦较成熟制程。4月初，摩根大通发布有关台积电的研报，前瞻2026年一季度业绩，预计Q1毛利率强劲上行，AI需求上行驱动资本开支进一步上调，目标价上调至新台币2400元。该行认为台积电在2026年一、二季度毛利率将显著超预期，主要得益于3nm产能持续紧张、产能利用率高企、加急晶圆需求提升以及新台币贬值。该行预计公司2026年二季度营收环比增长6%–8%，增长上限主要受3nm产能制约。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。2026与2027年收入增速均预计超30%，2026年增长主要受供给限制。","news_type":1,"symbols_score_info":{"STSM":0.6,"TSMU":0.6,"TSM":1.98,"TSMY":0.6,"03145":0.6,"TSMZ":0.6,"TSMG":0.6,"TSMX":0.6}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480200483672512,"gmtCreate":1758260707270,"gmtModify":1758260709702,"author":{"id":"4209818529633230","authorId":"4209818529633230","name":"哈哈哈哈哈好的","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209818529633230","idStr":"4209818529633230"},"themes":[],"title":"","htmlText":"涨到2000时TSLQ价格多少？","listText":"涨到2000时TSLQ价格多少？","text":"涨到2000时TSLQ价格多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480200483672512","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465448133914992,"gmtCreate":1754660283638,"gmtModify":1754660285486,"author":{"id":"4209818529633230","authorId":"4209818529633230","name":"哈哈哈哈哈好的","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209818529633230","idStr":"4209818529633230"},"themes":[],"title":"","htmlText":"容错高","listText":"容错高","text":"容错高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465448133914992","isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461606905323792,"gmtCreate":1753715600301,"gmtModify":1753716107196,"author":{"id":"4209818529633230","authorId":"4209818529633230","name":"哈哈哈哈哈好的","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209818529633230","idStr":"4209818529633230"},"themes":[],"title":"","htmlText":"哥们339成本，啥时候能解套给算算","listText":"哥们339成本，啥时候能解套给算算","text":"哥们339成本，啥时候能解套给算算","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461606905323792","repostId":"461586580476160","repostType":1,"repost":{"id":461586580476160,"gmtCreate":1753710588816,"gmtModify":1753711019909,"author":{"id":"4099027635673870","authorId":"4099027635673870","name":"嘚儿驾驾驾","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099027635673870","idStr":"4099027635673870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚谁跑谁是笨蛋、稳稳到330","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚谁跑谁是笨蛋、稳稳到330","text":"$特斯拉(TSLA)$ 今晚谁跑谁是笨蛋、稳稳到330","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461586580476160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461605914358152,"gmtCreate":1753715557121,"gmtModify":1753716104502,"author":{"id":"4209818529633230","authorId":"4209818529633230","name":"哈哈哈哈哈好的","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209818529633230","idStr":"4209818529633230"},"themes":[],"title":"","htmlText":"[抱拳]","listText":"[抱拳]","text":"[抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461605914358152","repostId":"461586580476160","repostType":1,"repost":{"id":461586580476160,"gmtCreate":1753710588816,"gmtModify":1753711019909,"author":{"id":"4099027635673870","authorId":"4099027635673870","name":"嘚儿驾驾驾","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099027635673870","idStr":"4099027635673870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚谁跑谁是笨蛋、稳稳到330","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚谁跑谁是笨蛋、稳稳到330","text":"$特斯拉(TSLA)$ 今晚谁跑谁是笨蛋、稳稳到330","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461586580476160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457057275306072,"gmtCreate":1752623537855,"gmtModify":1752628956475,"author":{"id":"4209818529633230","authorId":"4209818529633230","name":"哈哈哈哈哈好的","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209818529633230","idStr":"4209818529633230"},"themes":[],"title":"","htmlText":"382-386之间可以进吗","listText":"382-386之间可以进吗","text":"382-386之间可以进吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457057275306072","isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457056671113856,"gmtCreate":1752623361183,"gmtModify":1752628954971,"author":{"id":"4209818529633230","authorId":"4209818529633230","name":"哈哈哈哈哈好的","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209818529633230","idStr":"4209818529633230"},"themes":[],"title":"","htmlText":"382-386之间你觉得可以进吗","listText":"382-386之间你觉得可以进吗","text":"382-386之间你觉得可以进吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457056671113856","isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}